Advisory Services Network’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,690
| Closed | -$220K | – | 1701 |
|
2024
Q3 | $220K | Hold |
8,690
| – | – | ﹤0.01% | 1343 |
|
2024
Q2 | $220K | Buy |
+8,690
| New | +$220K | ﹤0.01% | 1343 |
|
2024
Q1 | – | Sell |
-2,433
| Closed | -$228K | – | 3290 |
|
2023
Q4 | $228K | Sell |
2,433
-557
| -19% | -$52.1K | 0.01% | 1214 |
|
2023
Q3 | $387K | Buy |
2,990
+1,312
| +78% | +$170K | 0.01% | 1029 |
|
2023
Q2 | $451K | Buy |
1,678
+2
| +0.1% | +$538 | 0.01% | 961 |
|
2023
Q1 | $509K | Buy |
1,676
+227
| +16% | +$69K | 0.01% | 895 |
|
2022
Q4 | $410K | Buy |
1,449
+174
| +14% | +$49.3K | 0.01% | 945 |
|
2022
Q3 | $295K | Buy |
+1,275
| New | +$295K | 0.01% | 1032 |
|
2022
Q2 | – | Sell |
-941
| Closed | -$303K | – | 1483 |
|
2022
Q1 | $303K | Sell |
941
-72
| -7% | -$23.2K | 0.01% | 1148 |
|
2021
Q4 | $284K | Buy |
1,013
+86
| +9% | +$24.1K | 0.01% | 1157 |
|
2021
Q3 | $246K | Sell |
927
-59
| -6% | -$15.7K | 0.01% | 1180 |
|
2021
Q2 | $272K | Buy |
986
+30
| +3% | +$8.28K | 0.01% | 1135 |
|
2021
Q1 | $274K | Buy |
956
+247
| +35% | +$70.8K | 0.01% | 1067 |
|
2020
Q4 | $227K | Sell |
709
-1,002
| -59% | -$321K | 0.01% | 1016 |
|
2020
Q3 | $408K | Buy |
+1,711
| New | +$408K | 0.02% | 705 |
|
2020
Q2 | – | Sell |
-373
| Closed | -$31K | – | 2470 |
|
2020
Q1 | $31K | Buy |
373
+273
| +273% | +$22.7K | ﹤0.01% | 1623 |
|
2019
Q4 | $10K | Sell |
100
-200
| -67% | -$20K | ﹤0.01% | 2364 |
|
2019
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 1855 |
|
2019
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 1853 |
|
2019
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 1825 |
|
2018
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1740 |
|
2018
Q3 | $11K | Buy |
300
+100
| +50% | +$3.67K | ﹤0.01% | 1786 |
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1763 |
|
2018
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1840 |
|
2016
Q3 | $16K | Sell |
954
-1,379
| -59% | -$23.1K | ﹤0.01% | 1183 |
|
2016
Q2 | $46K | Buy |
+2,333
| New | +$46K | 0.01% | 806 |
|